Category: Institutional

The approval, granted by the AMF, marks a major regulatory milestone for CoinShares, the European digital asset investment firm with over $9 billion in assets under management.  The company now holds a rare combination of MiCA, MiFID, and AIFM licences, allowing it to offer regulated portfolio management and investment advice across both traditional and digital…

The deal will see S&P DJI acquire ownership of ARC Research from its parent company, ARC Group, enhancing its offerings for wealth managers, private banks, and financial advisers.  ARC Research holds the world’s largest proprietary dataset of more than 500,000 private client portfolios, spanning over two decades.  The company partners with over 190 investment managers…

Under the agreement, UBS will adopt LSEG’s full suite of data and analytics solutions spanning asset classes, business lines and the full trade lifecycle.  The press release states that the multi-year deal is designed to support UBS’s integration programme and broader strategic growth plans by streamlining data access, governance and cataloguing across the bank. According…

The portfolio, valued at €6.7 billion as of December 31, 2024, was retained following HSBC’s earlier disposal of its wider French retail banking business. The proposed sale, outlined in a memorandum of understanding, is expected to be completed in the fourth quarter of 2025.  HSBC Continental Europe said it would work closely with the buyers…

The companies said in a press release that the move will simplify the process of investing in private markets and broaden access for wealth managers and their clients. They explained that by leveraging Clearstream Fund Services’ platform, Carlyle will gain exposure to more than 300 distribution partners, including major global wealth managers with strong footprints…

The review, conducted by BDO and completed as of June 30, 2025, assessed Fastmarkets’ methodologies and governance across key price assessments and indices spanning metals and mining, forest products, and agricultural markets.  It also included benchmarks administered by Fastmarkets Benchmark Administration Oy (FBA Oy), the group’s Finland-based entity responsible for EU Benchmark Regulation (BMR) compliance.…